Vontobel Holding
EQH icon

Vontobel Holding’s Equitable Holdings EQH Stock Holding History

Vontobel Holding’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$346K Hold
9,326
– – ﹤0.01% 959
2025
Q4 		$444K Hold
9,326
– – ﹤0.01% 1023
2025
Q3 		$474K Hold
9,326
– – ﹤0.01% 965
2025
Q2 		$523K Sell
9,326
-815
-8% -$41.9K ﹤0.01% 882
2025
Q1 		$528K Sell
10,141
-443
-4% -$23.2K ﹤0.01% 770
2024
Q4 		$499K Buy
+10,584
New +$489K ﹤0.01% 790
2024
Q3 		– Sell
-5,196
Closed -$212K – 1099
2024
Q2 		$212K Buy
+5,196
New +$204K ﹤0.01% 977
2024
Q1 		– Sell
-6,979
Closed -$232K – 1116
2023
Q4 		$232K Buy
+6,979
New +$204K ﹤0.01% 991
2023
Q2 		– Sell
-7,986
Closed -$203K – 1106
2023
Q1 		$203K Buy
7,986
+396
+5% +$11.7K ﹤0.01% 981
2022
Q4 		$212K Buy
+7,590
New +$225K ﹤0.01% 981
2022
Q1 		– Sell
-6,163
Closed -$202K – 1079
2021
Q4 		$202K Buy
+6,163
New +$202K ﹤0.01% 1002
2021
Q3 		– Sell
-8,917
Closed -$267K – 1185
2021
Q2 		$267K Buy
+8,917
New +$291K ﹤0.01% 957
2021
Q1 		– Sell
-156,601
Closed -$4.26M – 1026
2020
Q4 		$4.26M Buy
+156,601
New +$3.66M 0.03% 290

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Holding's EQH Position: Q1 2026 in Review

Vontobel Holding held its Equitable Holdings (EQH) position steady in Q1 2026 at 9,326 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Vontobel Holding first reported a position in EQH in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.26M in Q4 2020. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Vontobel Holding held 9,326 shares of Equitable Holdings worth $346K as of Q1 2026.
  • Vontobel Holding left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #959 holding.
  • Vontobel Holding first reported a position in Equitable Holdings in Q4 2020 and has held it in 13 quarters since.
  • Vontobel Holding's Equitable Holdings position peaked at $4.26M in Q4 2020.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.